Experienced Financial Advisors
“The Franchise Advisor Women’s Interest Network is a tremendous opportunity to deepen my client relationships, strengthen bonds with other Ameriprise women advisors, and give back to my community.”
Judy Rosenthal
Ameriprise financial advisor and President of the Franchise Advisor Women’s Interest Network
3 reasons women advisors choose Ameriprise:
Flexibility. Opportunity. Community.
You recognize that client relationships are key to a successful practice. We do, too. It’s why we provide the flexibility, opportunity and community you need to put more within reach for your clients and your practice.
More flexibility in the things that matter most
You want more out of life — more time, more control and more ways to build your practice. So you choose how to affiliate with our company:
- Become an employee advisor or franchise advisor
- Join a team or run your practice independently
Whatever you choose, you’ll have the flexibility to manage your practice in a way that works with your life. And when you’re ready to grow your business or retire from it, you’ll have a dedicated team of professionals to help you acquire another practice or plan for your succession.
More opportunity to grow through financial planning
When it comes to our personal approach to financial planning and advice, we think you’re a natural fit. That’s because women have an advantage as financial advisors — they tend to be good listeners and empathize with their clients.
Those are qualities that matter to us, because we get to know our clients as people, not balance sheets. We listen closely to understand what’s important to them and what they want out of life. Then, with their dreams in mind, we build a plan with the right products and solutions to help make them reality.
We’ll provide all the support and training you need to deliver our unique brand of financial planning and advice. And you’ll have the opportunity to touch your clients’ lives in a profound way. You’ll get to know them on a deeper level, gain more insight into their financial lives, and help them put financial independence more within reach.
“With financial planning, I’m providing better advice for my clients. And they’re closing the gaps in their finances more quickly and effectively.”
Susan Riley-Hayes
Ameriprise financial advisor
More community among women advisors
We recognize the difference women can make in this industry, and we’ve put in place the support, critical tools and training you need to run and grow your practice in a way thast’s right for you.
- Learning and development. Personalized learning paths combine peer-to-peer, web-based and just-in-time learning programs.
- Coaching and community. Consulting programs dedicated to the development of advisors, including specialized women’s networks such as the Financial Advisor Women’s Interest Network (WIN).
- Thought leadership. The New Retirement Mindscape IISM demonstrates how the economic downturn has affected the emotional stages of retirement.2 Supporting cutting edge research is just one of the many ways we provide you with valuable insight into key areas of financial planning.
- Women’s marketing initiatives. We offer an array of marketing programs and resources for advisors who focus their marketing efforts on women — a consumer segment that currently makes 85% of purchasing decisions.3
- Executive support. The Executive Women’s Connection (EWC) is a speaker’s bureau comprised of women executives who represent Ameriprise Financial. They support our women’s market initiatives by speaking on various topics that affect women and their finances.
- Networking opportunities. The Franchise Advisor Women’s Interest Network (WIN) builds community around four primary areas of interest: locality, advocacy, service and education.
- Women’s business associations. The Ameriprise Financial Diversity Center of Excellence facilitates introductions between our advisors and local chapters of the National Association of Women Business Owners (NAWBO) and the Women’s Business Enterprise National Council (WBENC).
More than 115 years of strength and stability
You and your clients can feel confident you’re working with a collaborative and inclusive company that is financially strong, profitably growing and well positioned for the future.
Find out why experienced women advisors choose Ameriprise. Contact our VP of Wealth Strategies, Suzanna de Baca, at suzanna.m.deBaca@ampf.com
1 The listings are based on data provided by over 3,000 of the nation’s most productive advisors. Key factors include: assets under management, revenue produced for the firm, and regulatory and compliance record. Source: Barron’s®, June 6, 2011, “The Top 100 Women Financial Advisors”. Barron’s® is a registered trademark of Dow Jones, L.P.; all rights reserved.
2 The New Retirement Mindscape IISM study was commissioned by Ameriprise Financial, Inc. and conducted by Harris Interactive in May 2010.
3 Marti Barletta, The Trendsight Group, 2010.
Quick Links
Barron’s Top 100 Women Financial Advisors 2011
Giving Back
In their first year, our Franchise Advisor Women’s Interest Network launched a National Day of Service, contributing 4,500 volunteer hours to serve people in need.
In 2010, Ameriprise Financial contributed more than $12 million to nonprofit organizations, volunteered over 50,000 hours and provided more than 4.5 million meals to the hungry.